You can also download the attached PDF user guide.
Creating and managing projects in Quadpro is simple and allows you to track overtime any works planned.
Click the Projects heading on the left-hand side of the Home Screen. You will then be presented with the main Projects module.
Menu Buttons:
Each menu button has a function. These are outlined briefly here.
Done - Use this to exit the module back to the Quadpro Home Screen.
Add - Create new projects
Query - Use the query button to search in any column to find the record you need.
Select & Delete - Click and highlight any number of records then press select to isolate them. If you want to delete them press delete once the records are isolated.
Show All - if you have filtered the list for a specific view, show all will revert back to the normal list.
Sort - Organise the list , prioritising your chosen option.
Refresh - Refresh the module to populate any new records and changes.
Print - Export the list of Projects by printing to PDF or pressing CTRL + clicking print to export to an excel table
Creating a Project:
The project record window has four tabs, General, Work Items, Works Orders, and Documents. The first tab is General.
General:
Enter information such as the name, project manager, contractor, start/ finish dates, and budgets.
The project reference will automatically generate upon saving the record. Any notes relative to the Project can be entered here.
General - Project Status:
Here you will need to enter the status that the project is currently at and the dates that apply. Press add to choose from a pre defined list of statuses that are set in the Glossary. Click once on a record then press delete to remove it from the list.
Milestone Dates:
Milestone dates allow you to set targets and then confirm if these have been reached by using the Latest Est. and Actual columns. Press add to choose from a pre defined list of milestones that are set in the Glossary. Click once on a record then press delete to remove it from the list.
Work Items Tab:
Within the Work Items tab you can associate any system-listed work item with the project. If you do not have any Work Items linked to this, you do not need to add any.